RIAs Aren't Growing, and It's a Problem We Need to Fix
The dips in M&A and total assets in 2022 should have been a wakeup call for the industry to return its focus to organic growth.
Source: wealthmanagement.com
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Captrust Buys $770M Houston Firm | Wealth Management
Captrust completed nine deals last year; four of them were in the Lone Star State.
Source: wealthmanagement.com
Quarterly RIA Deal Volume Hits Lowest Level Since 2021
Yet, average assets per deal is on track to hit the second-highest level ever recorded by Echelon.
Source: wealthmanagement.com
Wealth M&A Slows, but Strategic Deals Continue to Be Inked
Alera Group, a national insurance and wealth services firm, is among the latest established entities to begin picking up smaller independent wealth management shops in key markets.
Source: planadviser.com
Questions From New RIA Owners About M&A: Part 1
Questions From New RIA Owners About M&A: Part 1 It’s advisable to keep a pragmatic and open mind to help avoid suppositions—particularly around valuation—that may impair your ability to effectively prepare for and execute an eventual sale. Selling your brand-new RIA may not be top of mind yet, but it’s hard to ignore merger and acquisition activity around independent wealth management firms for very long. Every quarter, consulting firms with expertise in the field provide running tallies of M&A activity that has risen steadily since the early 2000s, as a variety of buyers attrac...
Source: wealthmanagement.com